The 30 Best Managed care solutions in Lake City, Florida
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Office Depot Tech Services
Office Depot Tech Services is an electronics store located at 4558 Lake Worth Road in Lake Worth Beach, Florida. At this institution, customers can find a wide range of tech products and services to meet their needs. Whether you are looking for the latest gadgets, computer accessories, or expert tech support, Office Depot Tech Services has you covered. With a team of knowledgeable staff members ready to assist you, this store is the go-to destination for all your tech needs in the Lake Worth Beach area.
Strassman Insurance Associates
Strassman Insurance Associates is a reputable insurance agency located at 300 International Parkway in Lake Mary, Florida, United States. With years of experience and a commitment to providing personalized service, Strassman Insurance Associates offers a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents are dedicated to finding the right coverage options for you. Trust Strassman Insurance Associates to protect what matters most to you.
Thompson Wealth Advocates
Thompson Wealth Advocates is a respected law firm located at 137 State Road 60 in Lake Wales, Florida, United States. Specializing in wealth management and estate planning, our team of experienced lawyers provides personalized legal services to help clients protect and grow their assets. With a commitment to excellence and a focus on achieving favorable outcomes for our clients, Thompson Wealth Advocates is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Jim Morency
Jim Morency is an insurance agency located at 1000 Riverside Avenue in Jacksonville, Florida, United States. Specializing in creative insurance and risk transfer solutions for companies, Jim Morency offers a unique approach to insurance coverage. With the ability to dissect and reassemble existing policies, Jim Morency can identify gaps in protection and enhance coverage without increasing costs. From endorsements to policy details, Jim Morency is well-versed in maximizing insurance benefits for businesses. In addition to insurance services, Jim Morency also offers a range of specialized solutions for various industries. From lake and pond maintenance to environmental services like asbestos and mold abatement, Jim Morency provides comprehensive support for businesses in need of risk management solutions. With a focus on quality and expertise, Jim Morency serves as a reliable partner for companies seeking tailored insurance and risk management strategies. Contact Jim Morency for personalized assistance in navigating the complexities of insurance and risk management.
Hoctor Karen H
Hoctor Karen H is a multi-disciplinary institution located at 2500 Quantum Lakes Drive in Boynton Beach, Florida. Offering a range of services in the fields of health, law, and physiotherapy, Hoctor Karen H provides comprehensive care and support to individuals seeking professional assistance. With a team of experienced and dedicated professionals, the institution is committed to ensuring the well-being and success of its clients. Whether you are in need of legal advice, physical therapy, or health services, Hoctor Karen H is here to help you achieve your goals and improve your quality of life.
Yahima Suarez, P.A. / Life Planning & Beyond
Yahima Suarez, P.A. / Life Planning & Beyond is a legal institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in estate planning, our team is dedicated to helping you create a plan that works for you and your family's future. Our quote, "I want to leave my children enough that they feel they can do anything, but not so much that they do nothing," encapsulates our philosophy of responsible planning for the next generation. We believe in providing our clients with the tools and guidance they need to secure their family's future while also instilling values of hard work and responsibility.
Tampa Bay Wealth Advisory Services
Tampa Bay Wealth Advisory Services is a leading finance institution located at 20719 Sterlington Drive in Land O' Lakes, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our team is here to help. Trust Tampa Bay Wealth Advisory Services to guide you on the path to financial success.
TW Financial Group - Ameriprise Financial Services, LLC
TW Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 809 County Road 466 in Lady Lake, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping individuals achieve their financial goals. Our website contains important disclosures, rules, and regulations, as well as information on privacy and security. We are a member of FINRA and SIPC, ensuring the protection of our clients' investments. If you refer a friend or family member to us, they can expect to hear from us soon to begin discussing their financial needs. Feel free to inform them in advance that we will be reaching out to help them achieve their financial goals.
TIAA Financial Services
TIAA Financial Services is a comprehensive financial institution located at 510 County Road 466 in Lady Lake, Florida, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of services to help individuals and businesses manage their finances and protect their assets. With a team of experienced professionals, TIAA is dedicated to providing personalized solutions and expert guidance to help clients achieve their financial goals. Whether you need assistance with banking, investments, retirement planning, or insurance, TIAA Financial Services is here to help.
Pm Paul D.J. Morgis, Certified Financial Planner
Pm Paul D.J. Morgis, Certified Financial Planner, located at 200 Lake Morton Drive in Lakeland, Florida, offers a range of financial services including insurances, investments, benefits, estate preservation, and financial planning. As a CFP® professional with additional certifications in Ch FC and MBA, Pm Paul D.J. Morgis is dedicated to managing financial success for clients. Please note that while the institution provides information as a courtesy, they are not responsible for the accuracy or completeness of information on linked websites. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Clients are advised to check the background of this investment professional before proceeding.
John Romano, CFP®
John Romano, CFP® is a finance institution located at 305 Skyline Drive, Lady Lake, Florida, United States. Specializing in retirement income planning for 2024 and beyond, John Romano is a Certified Financial Planner™ with over 30 years of experience in the field. As a Fiduciary, he prioritizes the best interests of his clients and holds himself to the highest ethical standards. By creating customized retirement income strategies, John aims to provide peace of mind and financial security for retirees. Securities are offered through Securities America, Inc. (SAI) Member FINRA/SIPC, with advisory services through Securities America Advisors, Inc. (SAA). Whether you need reassurance or guidance, a consultation with John Romano could be invaluable in securing your financial future. Please note that this institution is for residents of the United States only and does not constitute an offer to sell or solicit products in any other jurisdiction.
Deb Beck - Thrivent
Deb Beck - Thrivent is a finance institution located at 5600 Spinnaker Loop, Lady Lake, Florida, United States. We offer objective guidance to help you lead a full life, providing financial clarity and encouraging generosity as an expression of faith. Our services include financial advice, investments, insurance, banking, and generosity programs to help you make the most of your retirement. With over 100 years of experience, Thrivent is a Fortune 500 company serving over 2 million clients and their communities. Our team of experts specializes in wealth management, retirement planning, and risk products to ensure you receive the best care at each stage of your financial journey. Visit our website for more information on licensing, professional designations, and the services we offer.
First Command
First Command is a trusted financial institution located at 510 County Road 466 in Lady Lake, Florida. As a bank, finance, and insurance agency, we offer a wide range of services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and top-notch customer service. Whether you need assistance with banking, investments, or insurance, First Command is here to help you secure your financial future. Visit us today to learn more about how we can help you reach your financial goals.
CAPTRUST
CAPTRUST is a leading financial institution located at 100 Colonial Center Parkway in Lake Mary, Florida, United States. Specializing in wealth management, investment advisory services, and retirement planning, CAPTRUST is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, CAPTRUST is a trusted partner for individuals and businesses seeking expert financial guidance.
Advus Financial Partners, LLC
Advus Financial Partners, LLC is a finance institution located at 1525 International Parkway in Lake Mary, Florida, United States. At Advus Financial Partners, they are dedicated to helping their clients advance and achieve their financial goals. They listen actively, solve creatively, and provide personalized advice to advocate for their clients. They believe in finding the best solutions to anticipate and resolve complex challenges. The Advus Advantage includes meeting clients where they are, running their financial plan so they can focus on their business, and understanding and supporting the needs of their organization.
Foundational Wealth Planners
Foundational Wealth Planners is a finance institution located at 952 International Parkway, Lake Mary, Florida, United States. Specializing in Financial Planning, Insurance, and Investment Advisory Services, we offer targeted strategies designed with your individual goals in mind. Our holistic approach is carefully and thoughtfully executed, building and maintaining close relationships with our clients founded on trust, respect, and integrity. As Financial Planners, we plan for tomorrow today, providing a clear picture of where you stand today, a vision of where you're going, and the strategy to help you get there. With periodic reviews, we ensure progress toward our clients' specific goals and objectives, offering solutions to financial challenges no matter what stage of life you are in.
Anchor Financial
Anchor Financial is a trusted finance and insurance agency located at 600 Rinehart Road in Lake Mary, Florida. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you're looking for investment advice, retirement planning, or insurance coverage, Anchor Financial is here to provide personalized solutions tailored to your specific needs. Visit us today and let us help you secure your financial future.
REAP | Retirement & Estate Advisors & Professionals
REAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.
Merrill Lynch Financial Advisor James R Wright
Merrill Lynch Financial Advisor James R Wright is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. James Wright, First Vice President and Financial Advisor, leads a Wealth Management team in Heathrow, FL, catering to affluent families. With 43 years of experience, he focuses on understanding each client's specific situations and goals to establish deep relationships and provide personalized advice. Clients can expect access to investment services tailored to their needs. James started his career with Merrill Lynch Wealth Management in 1973 and has since gained experience with Merrill and UBS. He is dedicated to helping clients align their financial lives with their personal circumstances. His mission is to understand each client's priorities and design personalized plans to help them achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, James offers comprehensive financial solutions and personalized investment strategies. He is registered to do business in multiple states. Investing involves risk, and past performance does not guarantee future results. Clients should consult legal and tax advisors before making financial decisions.
Living Legacies with LaVeta
Living Legacies with LaVeta is a finance, health, and insurance agency located at 6925 Lake Ellenor Drive in Orlando, Florida. Our mission is to inspire and empower individuals to achieve holistic growth and development in all aspects of their lives. Founder LaVeta C. Hayes brings over 37 years of experience in financial management from her time at the U.S. Department of Agriculture, Forest Service. At Living Legacies with LaVeta, we offer personalized consultations to help you manage and protect your money, create lasting legacies, and make informed decisions about your health insurance, particularly for seniors looking to enroll in Medicare plans. Our licensed professionals have strong relationships with customers and communities across the United States and Canada.
1280 Financial Partners - UBS Financial Services Inc.
1280 Financial Partners - UBS Financial Services Inc. is a leading financial institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. Specializing in finance, they provide a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, 1280 Financial Partners - UBS Financial Services Inc. is dedicated to providing top-notch financial services to meet your needs.
Riverview Wealth Partners of Raymond James
Riverview Wealth Partners of Raymond James is a leading financial institution located at 8000 Summerlin Lakes Drive in Fort Myers, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or investing for the future, we provide expert guidance and tailored solutions to meet your unique needs. Trust Riverview Wealth Partners to help you navigate the complexities of the financial world and secure a brighter financial future for you and your loved ones.
HBKS Wealth Advisors
HBKS Wealth Advisors is a premier finance and insurance agency located at 8010 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of experienced professionals, we provide comprehensive wealth management services tailored to meet the unique needs of each client. From investment planning to retirement strategies, our goal is to help individuals and families achieve their financial goals and secure their future. Trust HBKS Wealth Advisors to provide expert guidance and personalized solutions for all your financial needs.
Merrill Lynch Financial Advisor Spencer F Merriam
Merrill Lynch Financial Advisor Spencer F Merriam is a reputable finance institution located at 4800 East Deer Lake Drive in Jacksonville, Florida, United States. With a focus on providing expert financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Spencer F Merriam and his team are dedicated to providing personalized solutions tailored to each client's unique needs and circumstances. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Spencer F Merriam is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Shanell Foster - Thrivent
Shanell Foster - Thrivent is a finance institution located at 8461 Lake Worth Road, Lake Worth Beach, Florida, United States. Specializing in helping Business Owners and Professionals grow wealth for the future through tax-efficient strategies, Shanell Foster offers thoughtful and comprehensive guidance to help clients achieve their financial goals while caring for their business and family. With licenses in multiple states, including AL, CT, FL, GA, IL, MA, NC, NJ, NY, OH, SC, TN, and WA, Thrivent has over 100 years of experience in the Financial Services Industry. Thrivent provides solutions in areas such as Retirement Savings and Planning, Business Continuation Planning, Risk Management & Insurance Planning, Tax Planning, Legacy and Charitable Planning, and College Savings and Education Funding Strategies. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorneys and tax professionals.
Family Retirement Services, LLC
Family Retirement Services, LLC is a trusted institution located in Lake Worth Beach, Florida. Specializing in accounting, finance, and insurance services, our team of professionals is dedicated to helping families plan for a secure retirement. Whether you need assistance with investment strategies, retirement planning, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Visit us at 8461 Lake Worth Road to learn more about how we can help you secure your financial future.
Aritonne Georges: Primerica - Financial Services
Aritonne Georges: Primerica - Financial Services is a reputable finance and insurance agency located at 3900 Woodlake Boulevard in Lake Worth Beach, Florida. With a commitment to providing top-notch financial services, they offer a wide range of products including investment planning, retirement solutions, life insurance, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit Aritonne Georges: Primerica for personalized financial advice and expert guidance on managing your finances effectively.
John Leavitt - Thrivent
John Leavitt - Thrivent is a finance institution located at 1645 Palm Beach Lakes Boulevard, West Palm Beach, Florida, United States. The team at Palm Beach Associates is dedicated to providing you with the tools and guidance needed to achieve your life priorities, whether that be protecting your family's future or giving back to your community. With licensing available in multiple states, including AL, CA, CT, FL, GA, and more, we are here to help you achieve financial clarity. We offer advice and guidance through our Financial Planning Framework, and further planning engagement is available through our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our services and to connect with our team at Palm Beach Associates.
Semak Insurance And Financial Services LLC
Semak Insurance And Financial Services LLC is a reputable finance institution located at 1125 Lake Shore Drive in West Palm Beach, Florida, United States. We specialize in providing a wide range of insurance and financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Semak Insurance And Financial Services LLC can help you secure your financial future.
MARTINEZ-MIRELES GROUP LLC
MARTINEZ-MIRELES GROUP LLC is a finance institution located at 318 John Young Parkway, Kissimmee, Florida, United States. Specializing in the preparation of legal immigration forms, their office at 5323 Millenia Lakes Boulevard, Suite 300, Orlando, Florida 32839, United States, offers self-help services at your specific direction. They can assist you in completing legal forms if you are representing yourself in legal matters. However, they are not a law firm, do not provide legal advice, and recommend seeking competent legal advice for complex legal issues. Their services include populating legal forms based on the answers you provide, ensuring accuracy, spelling, and grammar. Contact them for a free phone consultation to discuss your options and create a plan of action. Their expertise lies in immigration form preparation, understanding that each case is unique and requires careful attention. Please note that using their website or communicating with them does not establish an attorney/client relationship.
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